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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $23,253 |
BDO USA, LLP4 years Service code 10 5300 PATTERSON AVE SE · GRAND RAPIDS, MI 49512 | Accounting | $22,127 |
Service code 27 PO BOX 735399 · DALLAS, TX 753735399 | Advisory (Plan) | $16,725 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $135,697 | $76,834+76.6% | $108,359+25.2% | $87,485+55.1% |
| Participation rate | 87.1% | 61.7%+25.4pp | 70.1%+17.0pp | 68.9%+18.2pp |
| Annual return | 4.15% | 19.09%-14.9pp | 36.89%-32.7pp | 26.06%-21.9pp |
| Employer contribution / active EE | $0 | $1,556-100.0% | $2,399-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,896 | $3,100-38.8% | $4,137-54.2% | $4,274-55.6% |
| Admin fee / account holder | $555 | $6,537-91.5% | $9,741-94.3% | $7,775-92.9% |